HFS
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Heritage Financial Services’s Norfolk Southern NSC Stock Holding History

Heritage Financial Services’s Portfolio NSC Stock Details NSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-220
Closed -$50K – 330
2022
Q2 		$50K Buy
+220
New +$54K 0.03% 164

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Heritage Financial Services's NSC Position: Q3 2022 in Review

Heritage Financial Services sold out of Norfolk Southern (NSC) in Q3 2022, closing a stake of 220 shares — an estimated $50K sold.

Heritage Financial Services first reported a position in NSC in Q2 2022 and held it in 1 quarter. The position peaked at $50K in Q2 2022. 1,500 funds tracked by Wall St. Rank hold NSC as of Q3 2022.

  • Heritage Financial Services reported no remaining Norfolk Southern position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 220 Norfolk Southern shares in Q3 2022, an estimated $50K.
  • Heritage Financial Services first reported a position in Norfolk Southern in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Norfolk Southern position peaked at $50K in Q2 2022.
  • 1,500 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.